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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

868 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 362 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-20
Holders Change %
-2.25%
% of All Funds
14.68%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.88%
New
57
Increased
362
Reduced
318
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$128M
2
AWM
AE Wealth Management
Kansas
+$28.5M
3
HCM
Hengehold Capital Management
Ohio
+$18.1M
4
WAG
Winthrop Advisory Group
Massachusetts
+$15.2M
5
HWM
HB Wealth Management
Georgia
+$11.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
BF
Brooklyn FI
New York
-$82.6M
3
MFRM
Milliman Financial Risk Management
Illinois
-$42.3M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
5
SCM
SCS Capital Management
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
651
PDS Planning
Ohio
$282K +$63.2K +4,299 +29%
PB
652
Pinnacle Bancorp
Nebraska
$277K – – –
VCM
653
Versant Capital Management
Arizona
$277K +$88 +6 +0%
KBFS
654
Kohmann Bosshard Financial Services
Ohio
$274K -$19.7K -1,338 -7%
MCM
655
MAI Capital Management
Ohio
$274K +$80.5K +5,460 +42%
SHA
656
Seneca House Advisors
Virginia
$273K +$5.39K +366 +2%
PSF
657
Pacific Sun Financial
California
$272K – – –
ECM
658
Evergreen Capital Management
Washington
$270K +$44 +3 +0%
AMM
659
American Money Management
California
$269K +$44 +3 +0%
ONSWM
660
Old North State Wealth Management
North Carolina
$268K +$1.06K +72 +0.4%
PAM
661
Private Asset Management
California
$266K – – –
MWA
662
Monograph Wealth Advisors
California
$266K – – –
MAG
663
Mayfair Advisory Group
Alabama
$265K -$408K -25,386 -61%
UAS
664
United Asset Strategies
New York
$265K – – –
HIP
665
HUB Investment Partners
Texas
$265K +$177 +12 +0.1%
BTI
666
Blue Trust Inc
Georgia
$265K +$265K +14,889 New
SPWM
667
Schrum Private Wealth Management
Florida
$264K – – –
WPC
668
Wedmont Private Capital
Pennsylvania
$260K – – –
SCM
669
Schnieders Capital Management
California
$260K +$44 +3 +0%
APA
670
Astoria Portfolio Advisors
New York
$259K -$2.12K -144 -0.8%
OWM
671
Orgel Wealth Management
Wisconsin
$259K – – –
LF
672
LifeSteps Financial
California
$259K +$927 +63 +0.4%
SFP
673
Shepherd Financial Partners
Massachusetts
$258K – – –
CFA
674
Cahill Financial Advisors
Minnesota
$256K +$796 +54 +0.3%
HPWM
675
Highland Private Wealth Management
Washington
$254K – – –
25 26
27
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